Latest Institutional Transactions on Dimensional ETF Tr (DFAE)
This table provides information on the latest institutional transactions involving Dimensional ETF Tr (DFAE) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
7.48K+ 2.83% |
$184K - $201K
|
272K
$7.97M
|
|
|
May 13, 2025
Q1 2025
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
3.76K+ 1.32% |
$92.7K - $101K
|
290K
$8.48M
|
|
|
May 13, 2025
Q1 2025
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
2.73K+ 5.54% |
$67.2K - $73.3K
|
52K
$1.52M
|
|
|
May 13, 2025
Q1 2025
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
3.03KNew |
$74.6K - $81.3K
|
3.03K
$88.6K
|
|
|
May 13, 2025
Q1 2025
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
36.5K+ 187.97% |
$900K - $981K
|
56K
$1.64M
|
|
|
May 13, 2025
Q1 2025
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
3.28K+ 37.31% |
$80.8K - $88.1K
|
12.1K
$354K
|
|
|
May 13, 2025
Q1 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
262K+ 19.62% |
$6.46M - $7.04M
|
1.6M
$46.8M
|
|
|
May 12, 2025
Q1 2025
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
1.5K+ 2.27% |
$37K - $40.3K
|
67.7K
$1.98M
|
|
|
May 12, 2025
Q1 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
667KNew |
$16.4M - $17.9M
|
667K
$19.5M
|
|
|
May 12, 2025
Q1 2025
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
3.8K+ 6.45% |
$93.5K - $102K
|
62.7K
$1.83M
|
|
|
May 12, 2025
Q1 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-8.69K- 2.01% |
$214K - $233K
|
424K
$12.4M
|
|
|
May 12, 2025
Q1 2025
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
1.14K+ 8.38% |
$28.2K - $30.7K
|
14.8K
$433K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
SELL
|
- |
-17.7K- 2.55% |
$436K - $475K
|
676K
$19.8M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
166K+ 58.29% |
$4.1M - $4.47M
|
451K
$13.2M
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
15.8KNew |
$389K - $424K
|
15.8K
$462K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-1.64K- 11.32% |
$40.4K - $44K
|
12.8K
$376K
|
|
|
May 12, 2025
Q1 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
145+ 0.23% |
$3.57K - $3.89K
|
62.2K
$1.82M
|
|
|
May 12, 2025
Q1 2025
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
33.1K+ 74.81% |
$817K - $890K
|
77.4K
$2.27M
|
|
|
May 12, 2025
Q1 2025
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
5.2K+ 7.57% |
$128K - $140K
|
73.9K
$2.16M
|
|
|
May 12, 2025
Q1 2025
|
Infinity Wealth Counsel, LLC
Loveland, OH |
BUY
|
- |
956+ 6.87% |
$23.6K - $25.7K
|
14.9K
$435K
|
|
|
May 12, 2025
Q1 2025
|
Sterling Wealth Advisors Inc
Plantation, FL |
BUY
|
- |
5.17K+ 2.46% |
$127K - $139K
|
215K
$6.3M
|
|
|
May 12, 2025
Q1 2025
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
24.4K+ 4.01% |
$601K - $655K
|
632K
$18.5M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.23M+ 176.45% |
$30.3M - $33.1M
|
1.93M
$56.5M
|
|
|
May 12, 2025
Q1 2025
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-2.28K- 0.32% |
$56.3K - $61.3K
|
716K
$21M
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
439KNew |
$10.8M - $11.8M
|
439K
$12.9M
|
|
|
May 12, 2025
Q1 2025
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
2.2K+ 3.28% |
$54.3K - $59.2K
|
69.4K
$2.03M
|
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
6.99K+ 6.78% |
$172K - $188K
|
110K
$3.22M
|
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-1.5K- 2.24% |
$37K - $40.3K
|
65.4K
$1.92M
|
|
|
May 12, 2025
Q1 2025
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-305- 1.87% |
$7.52K - $8.19K
|
16K
$468K
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-16K- 23.68% |
$395K - $431K
|
51.7K
$1.51M
|
|
|
May 12, 2025
Q1 2025
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
12.9K+ 13.98% |
$318K - $347K
|
105K
$3.08M
|
|
|
May 09, 2025
Q1 2025
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
64.2K+ 5.39% |
$1.58M - $1.72M
|
1.26M
$36.8M
|
|
|
May 09, 2025
Q1 2025
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
72.3K+ 22.96% |
$1.78M - $1.94M
|
387K
$11.3M
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-43.4K- 32.12% |
$1.07M - $1.17M
|
91.7K
$2.69M
|
|
|
May 09, 2025
Q1 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
5.95K+ 81.68% |
$147K - $160K
|
13.2K
$387K
|
|
|
May 09, 2025
Q1 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
1.01K+ 8.86% |
$25K - $27.2K
|
12.4K
$364K
|
|
|
May 09, 2025
Q1 2025
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-805- 2.32% |
$19.8K - $21.6K
|
33.9K
$993K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
234K+ 63.59% |
$5.76M - $6.28M
|
602K
$17.6M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-19- 0.32% |
$468 - $510
|
5.91K
$173K
|
|
|
May 09, 2025
Q1 2025
|
Mc Mill Wealth Management
Norfolk, NE |
BUY
|
- |
19.2K+ 9.74% |
$474K - $516K
|
217K
$6.34M
|
|
|
May 09, 2025
Q1 2025
|
Financial Connections Group, Inc.
|
BUY
|
- |
205+ 58.57% |
$5.05K - $5.51K
|
555
$16.3K
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
67.2K+ 2.66% |
$1.66M - $1.81M
|
2.6M
$76.1M
|
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-191K- 99.83% |
$4.7M - $5.12M
|
328
$9.6K
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
24.9KNew |
$615K - $670K
|
24.9K
$730K
|
|
|
May 09, 2025
Q1 2025
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
1.19K+ 22.15% |
$29.3K - $32K
|
6.57K
$192K
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-1.75K- 4.6% |
$43.1K - $47K
|
36.2K
$1.06M
|
|
|
May 09, 2025
Q1 2025
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
7.57K+ 4.37% |
$187K - $203K
|
181K
$5.3M
|
|
|
May 09, 2025
Q1 2025
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
3.71K+ 3.22% |
$91.5K - $99.8K
|
119K
$3.48M
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-263- 0.08% |
$6.48K - $7.06K
|
327K
$9.58M
|
|
|
May 09, 2025
Q1 2025
|
Prairie View Partners, LLC
|
SELL
|
- |
-2.83K- 4.69% |
$69.7K - $76K
|
57.5K
$1.68M
|